Difference between revisions of "Direct invoicing/nb"
From Marathon Documentation
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| + | <htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag> |
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| − | Direktefakturering brukes til å faktureringen samme beløp i intervaller. |
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| + | == Settings == |
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| − | = Grunnopplysninger= |
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| + | The Direct invoicing settings are in Accounting | Backoffice | Base registers, Direct invoicing tab |
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| + | {{ExpandImage|ACC-DIN-EN-Bild1.png}} |
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| − | *Opprett nye kunder i Grunnregister/Kun/Kunder. Hvis kunden også skal ha prosjekter i PRO er det bedre at kunden opprettes der; på den måten får man inn kunden i alle registre samtidig: Grunnregister/PRO/Kunder/Prosjekt. |
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| + | * Register Articles. Write amount and unit price if it shall be shown on invoice; if not, write price only. Enter VAT and whether it shall be shown on invoice. Enter the revenue account to be used for the article and, if applicable, the cost centre/cost object. |
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| − | *Innstill mva. -parametrene i Grunnregister/Dfa/Parametrer, dersom dere bruker flere mva. - satser. Hvis du vil at Mva. -satsene skal spesifiseres på fakturaen, bruk da layout 3 (fliken Fakturering). Registrering inkl. Mva innebærer at mva: en inkluderes i artikkelprisen. |
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| + | * Enter the sender’s details and, if applicable, fill in the sender’s details in the parameters if these are to appear as a default on the invoice. |
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| + | * Set the parameters and enter the VAT parameters in the VAT tab if different VAT rates are to be applied. |
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| + | == New clients == |
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| − | *Inntast Avsender i Grunnregister/Dfa/Avsender. |
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| + | Add new clients in Accounting | Backoffice | Base registers, under the Sales ledger tab. If the client is also to be included in project accounting, add them there instead, as there is a integration from there to the sales ledger. |
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| + | == Prepare invoice == |
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| − | *Inntast Artikler (salgskoder) i Grunnregister/Dfa/Artikler. Angi navn. Du kan bruke alle tre tekstfelter; de skrives ut på fakturaen. Du må også angi antall og á pris, hvis de skal vises på fakturaen. Ellers er det nok med kun prisen. Avkryss evt. Mva og hvis Mva:en skal vises ved utskrift. Angi den inntektskonto, som skal gjelde for artikkelen og ev Kostnadsbærer og -sted. |
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| + | Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab. |
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| − | *Forslag avsender kommer ut på fakturaen hvis du har angitt navnet inne i 05-10-10. denne posten kan brukes f eks som Vår referanse. |
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| + | == Create invoice template == |
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| + | * Start by selecting the client on the left and create a client invoice template by clicking the New button in the list on the right. |
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| + | {{ExpandImage|ACC-DIN-EN-Bild2.png}} |
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| − | = Fakturaen skapes i Økonomi/Direktefakturering= |
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| ⚫ | |||
| + | * Select the sender who is your contact on the invoice |
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| + | * Client contact is the contact person at the client |
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| + | * Enter first invoice date |
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| + | * Select one of the options for Thereafter repetition per |
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| + | * Enter the number of invoicing times. You can enter 999, in which case invoices will be printed until the template is deactivated by unchecking the Active box. |
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| + | * Go to the Invoice row tab to enter text and amounts. |
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| + | {{ExpandImage|ACC-DIN-EN-Bild3.png}} |
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| − | *Velg kunde |
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| + | |||
| − | *Skap ny fakturamal med knappen NY i listen, til venstre |
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| + | * Fetch Article |
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| − | *Velg avsender (vises som Vår referanse på fakturaen) |
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| + | * The details from the article are entered and can be changed |
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| − | *Kundekontakt er kontaktperson hos kunden |
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| + | * Save |
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| − | *Skriv inn ”første fakturadato” - da den første fakturaen ska sendes. |
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| + | == Print invoice == |
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| − | *”Deretter repetisjon pr.”: Velg et av alternativene. |
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| + | * Invoices are printed in the Invoicing tab. |
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| − | *Antall faktureringer - angi 999 for fakturering inntil videre, 0 for ingen fakturering eller antall planlagte faktureringer |
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| + | * Select New selection and enter To invoice date. Enter further details to narrow down the selection. Click Start and a suggestion will be generated. |
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| − | * Kundefordringskonto og betalingsvilkår kan endres her, hvis nødvendig. |
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| + | * The Delete button removes the entire selection. |
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| − | *Spesiell fakturatekst - tekst som vises på alle fakturaer |
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| + | * Click on Print and select Test print or sharp print. When you select sharp print, the invoices are sent via the Invoice Distribution system, provided the relevant settings have been configured. |
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| − | |||
| − | *Sperret - kryss av dersom du ikke lenger ønsker å bruke malen, men lagre den til senere bruk |
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| − | |||
| − | Gå til fliken Fakturarader for å registrere tekst og beløp. |
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| − | |||
| − | Skriv inn teksten ved å hente opp registrerte artikler og angi antall og á pris (hvis det skal femgå på fakturaen)og beløp. Velg MVA og angi inntekskonto, dersom den ikke er blitt angitt før. |
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| − | |||
| − | Skriv ut fakturaene i fliken Fakturering. |
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| − | |||
| − | Hvis du har valgt alternativ 1-4 i valget Antall fakturaer, vil fakturaen også komme med i fremtidige utvalg. |
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| − | |||
| − | Lag ett utvalg med fakturadato. Du kan begrense listen med avsendere, kundenummer og/eller løpenummer |
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| + | == Reverse invoice == |
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| − | Du kan deretter redigere utvalget ved å avmarkere fakturaer med kryssfeltet til venstre. Dersom du ønsker å makulere hele utvalget, bruk knappen Makuler. |
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| + | Create a new invoice template with a negative amount if an invoice is to be credited. |
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| − | [[Category:ACC-DIN- |
+ | [[Category:ACC-DIN-EN]] |
[[Category: Accounting]] |
[[Category: Accounting]] |
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| + | [[Category:Manuals]] |
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Latest revision as of 08:43, 30 June 2026
Contents
Settings
The Direct invoicing settings are in Accounting | Backoffice | Base registers, Direct invoicing tab
- Register Articles. Write amount and unit price if it shall be shown on invoice; if not, write price only. Enter VAT and whether it shall be shown on invoice. Enter the revenue account to be used for the article and, if applicable, the cost centre/cost object.
- Enter the sender’s details and, if applicable, fill in the sender’s details in the parameters if these are to appear as a default on the invoice.
- Set the parameters and enter the VAT parameters in the VAT tab if different VAT rates are to be applied.
New clients
Add new clients in Accounting | Backoffice | Base registers, under the Sales ledger tab. If the client is also to be included in project accounting, add them there instead, as there is a integration from there to the sales ledger.
Prepare invoice
Direct invoicing is made in Accounting | Client invoices, Direct invoicing tab.
Create invoice template
- Start by selecting the client on the left and create a client invoice template by clicking the New button in the list on the right.
- Select the sender who is your contact on the invoice
- Client contact is the contact person at the client
- Enter first invoice date
- Select one of the options for Thereafter repetition per
- Enter the number of invoicing times. You can enter 999, in which case invoices will be printed until the template is deactivated by unchecking the Active box.
- Go to the Invoice row tab to enter text and amounts.
- Fetch Article
- The details from the article are entered and can be changed
- Save
Print invoice
- Invoices are printed in the Invoicing tab.
- Select New selection and enter To invoice date. Enter further details to narrow down the selection. Click Start and a suggestion will be generated.
- The Delete button removes the entire selection.
- Click on Print and select Test print or sharp print. When you select sharp print, the invoices are sent via the Invoice Distribution system, provided the relevant settings have been configured.
Reverse invoice
Create a new invoice template with a negative amount if an invoice is to be credited.
